LEGAL DOCUMENT AUTOMATION

Turn hours of legal drafting into a guided document-generation system

Knackly turns your existing Word legal templates into a guided system that generates complete, fully formatted document sets in a fraction of the time.

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In 30 min see how to generate complete document sets without hours of drafting

In 30 min see how to generate complete document sets without hours of drafting

Keeps Legal Structure

Keeps Legal Structure

Supports TOCs, bookmarks, and references so complex legal documents keep their structure intact.

Seamless Integration With Your CRM

Pull data from Clio, Actionstep, or API and reuse it across the entire document set.

Documents Adapt Automatically

Documents Adapt Automatically

Select options and clauses and sections update automatically across all documents.

Used by 150+ law firms to generate full document sets without days of drafting

THE PROBLEM

Lawyers shouldn’t waste time copy-pasting from old word docs

Each client needs around 5–10 documents (wills, trusts, POAs, summary letters etc.). That’s hours of copying, editing, and checking every time.

Copy–Paste Drafting

Copy–Paste Drafting

Copying and editing the same documents from scratch.

Missed Changes

Missed Changes

One wrong clause or forgotten edit means rework or risk.

Slow Turnaround

Slow Turnaround

Preparing a full document set still takes hours, not minutes.

Hiring To Keep Up

Hiring To Keep Up

The only way to handle more work is adding more people.

" We used to copy and edit five or six documents per matter. Now we generate everything in one run and send files the same day. "

Managing Partner, Estate Planning Firm
Managing Partner,
Estate Planning Firm

HOW IT WORKS

Here’s how to generate legal documents without triple-checking everything

Paralegal ready

Paralegal ready — Paralegals can run it without legal expertise

Works with your jurisdiction specific documents

Works with your jurisdiction specific documents — Your templates determine the rules and jurisdiction

Choose data storage

Choose data storage — Keep data in your jurisdiction (US, EU, Canada, or Australia)

STEP 1: ADD YOUR TEMPLATES

Start from the existing documents you already use

Upload your real documents: wills, trusts, POAs, letters, or any other templates you use today. Knackly doesn’t replace your documents, It turns them into a system that can generate full document sets.

  • No rewriting documents from scratch
  • No switching to generic templates
  • Your structure and wording stay exactly as-is
Start from the existing documents you already use
Turn documents into conditional, case-driven files

STEP 2: DEFINE THE DECISIONS

Turn documents into conditional, case-driven files

Instead of copying and editing documents, you define the decisions once: which clauses, sections, and versions apply in which situations. From then on, the system applies those rules automatically.

  • Conditional Logic — Clauses and sections appear or disappear based on answers.
  • Version Handling — One system manages all variations of the same document.
  • No Manual Cleanup — No more searching for the right paragraph or version.

STEP 2: DEFINE THE DECISIONS

Enter client data once and reuse it as needed

Client and matter data is entered once or pulled from your systems. Knackly reuses it across every document in the set, so nothing is retyped and nothing gets out of sync. This avoids :

  • Re-typing the same names and details
  • Mismatched data across documents
  • Small errors that turn into big fixes

Works with :

…or any manual input you need

Enter client data once and reuse it as needed
Get all client documents in one run in around 60 min

STEP 4: GENERATE THE SET

Get all client documents in one run in around 60 min

Instead of creating documents one by one, you generate the entire set at once, with formatting, TOCs, bookmarks, and references preserved.

  • A complete document set, not drafts
  • Correct structure, TOCs, bookmarks, references
  • Ready for review, not for fixing
Same Day Drafting

Same Day Drafting

What used to take 4-8+ hours across multiple documents now takes about one hour.

WHITE GLOVE ONBOARDING

We will automate your most used documents

Onboarding is a hands-on engagement where the Knackly team works directly on your most important documents to set up automation that removes real drafting work, not generic demos or partial setups.

Automation of your existing Word templates

Automation of your existing Word templates

Guided questions and conditional logic set up

Guided questions and conditional logic set up

A focused 10-hour engagement on high-value documents

A focused 10-hour engagement on high-value documents

WHAT'S TYPICALLY AUTOMATED IN A 10-HOUR ENGAGEMENT

Automation focuses on your most-used documents, where shared data and conditional logic save the most time

  • Health Care POAs
  • General Durable POAs
  • Engagement Letters
  • Pleadings

Once your first documents are automated, your team will understand how to confidently build and expand the system on their own.

USE CASES

Other tools can’t handle real legal documents

(with document sets, variations, and high-volume production)

Knackly is built for the legal work where documents need structure, logic, and dependencies across files.

Estate planning document sets

Estate planning document sets

When one client needs a will, trust, POAs, and summary letters, all generated together from the same answers. Best used for :

  • Will + Trust + POAs + Healthcare directives
  • Any matter with a fixed multi-document package
Matters with many variations

Matters with many variations

When the same documents change based on case details, options, or jurisdiction. Best used for :

  • Documents with many clause combinations
  • Different versions of the same agreement
High-volume document production

High-volume document production

When the firm handles 10+ new clients a month and document work starts to pile up. Best used for :

  • Repeating matters with the same document sets
  • Teams that need faster turnaround without hiring

REVIEWS

Loved by 100s of lawyers & paralegals all over the world

We thought this would be a multi-month project. It wasn’t. Our first high-volume template was fully automated in under two weeks.”

Mark Reynolds

Mark Reynolds

Operations Director

“Our documents have tables of contents, references, conditional sections, the whole mess. This is the first tool that didn’t force us to simplify templates to make it work.

Jason Patel

Jason Patel

Senior Partner

“Errors used to come from missed edits and copy-paste. Now the data is pulled once and reused everywhere. We’ve cut revisions and caught far fewer mistakes in review.”

Sarah Whitman

Sarah Whitman

Senior Paralegal

FEATURES

Everything you need to generate real legal documents, 100% accurate every single time

Conditional documents

Conditional documents

Documents change based on answers, not manual edits.

Document sets

Document sets

Generate multiple documents for one client in one run.

Shared data

Shared data

Enter information once and reuse it across all documents.

Guided interview

Guided interview

Step-by-step input flow for paralegals and staff.

Formulas

Formulas

Keep values consistent without manual calculations.

System integrations

System integrations

Pull data from Clio, Actionstep, NetDocuments, API, Zapier.

Legal structure

Legal structure

Supports TOCs, bookmarks, and document references.

Hiring To Keep Up

Role assignment

Split work across people without bottlenecks.

FAQ

Questions? We're here to help

Find answers to your questions below. Contact us if you couldn't find what you're looking for.

What is Knackly, really?

Knackly is a document automation platform designed to handle complex, real-world workflows—not just simple templates.

It lets you turn documents into dynamic systems with:

  • Conditional logic
  • Calculations
  • Reusable data
  • Multi-document outputs

If your documents feel like “mini-programs,” Knackly is built for that.

What kinds of documents can I automate?

Anything from straightforward forms to deeply complex workflows:

  • Estate planning packages
  • Loan packages
  • Corporate formations
  • Litigation documents
  • Intake + document generation systems
  • Multi-document bundles with shared data

If your process involves “it depends” logic, it’s a good fit.

Do I need to know how to code?

No—but you do need to think logically.

Knackly is built for:

  • Attorneys
  • Legal ops
  • Document specialists

Not developers.

If you can map out:

“If this, then that”

—you can build in Knackly.

How hard is it to build something?

There’s no sugar-coating this:

  • Simple workflows → fast (hours to a couple days)
  • Complex systems → real effort (days to weeks)

But:

  • You’re building something reusable
  • Updates are far easier than maintaining Word templates

Most users find the upfront effort pays off quickly.

Is there a limit to how complex things can get?

Practically speaking—no.

Knackly is designed for:

  • Deeply nested logic
  • Large workflows
  • Multi-document outputs
  • Data reuse across an entire system

The real constraint isn’t the platform—it’s how well the workflow is designed.

Can I reuse data across documents?

Yes—and this is one of the biggest advantages.

  • Enter data once
  • Use it across multiple documents
  • Maintain consistency automatically

This is critical for:

  • Packages (estate plans, loans, etc.)
  • Systems where data repeats everywhere
Can Knackly integrate with other systems?

Yes, depending on your setup.

Typical integrations include:

  • CRMs
  • Practice management systems (e.g., Clio)
  • Internal databases
  • APIs

If your workflow depends on external data, it can usually be connected.

What does the end-user experience look like?

You control it.

  • Clean, guided questionnaires
  • Conditional flows (users only see what’s relevant)
  • Can be internal or client-facing

The goal is to eliminate confusion and reduce input errors.

How do I get started quickly?

You don’t have to start from scratch.

  • Templates and sample workflows
  • Guided onboarding
  • Migration support (especially from Contract Express / HotDocs)

Most teams start with one high-value workflow, not everything at once.

How long does it take to see value?

Faster than most expect—if you pick the right use case.

Typical pattern:

  1. Build one meaningful workflow
  2. Start using it immediately
  3. Expand from there

You don’t need full adoption to see ROI.

What kind of support do you provide?

This matters more than most people realize.

You get:

  • Responsive support
  • Help thinking through workflow design
  • Guidance on best practices

This isn’t just “here’s the software, good luck.”

What does pricing look like?

Pricing depends on:

  • Team size
  • Usage
  • Complexity of needs

What matters more:

  • You’re investing in replacing manual work
  • ROI typically comes from time saved + error reduction

If pricing feels unclear, it’s worth asking directly—this isn’t a commodity tool.

Who is Knackly best for?

Best fit:

  • Firms or teams with repeatable, complex documents
  • People tired of maintaining fragile templates
  • Teams that want to build systems, not just documents
Who is Knackly NOT for?

Let’s be honest:

  • If you only have a few simple templates → overkill
  • If you don’t want to think about logic at all → not a fit
  • If you expect instant, no-effort automation → wrong tool

Knackly is powerful—but it rewards thoughtful setup.

Can I see real examples before committing?

Yes—and you should.

  • Demo workflows
  • Real use cases
  • Sample outputs

If you don’t see this, don’t buy any tool.

Why do people switch to Knackly?

Usually, because they hit a wall elsewhere:

  • Templates became too complex
  • Logic became unmanageable
  • Updates became painful
  • Systems didn’t scale

Knackly tends to replace tools when:

“This used to work… but now it’s breaking.”

See How With Templates You Can Generate Complete Document Sets

GET FREE 30-MINUTE DEMO CALL

See How With Templates You Can Generate Complete Document Sets

We’ll show you how Knackly uses your existing documents to generate full document sets in one run, including how conditional logic, shared data, and document structure work in practice. In this free demo :

  • A live walkthrough using real document templates
  • How multiple documents are generated from one input
  • How clauses, sections, and data change automatically